Firm
Forward Financial
Houston, Texas
Fee-only
Forward Financial at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 88 individual clients, 35 of them high net worth.
- Its average account is about $336,000 (assets it manages divided by its 228 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Houston, Texas |
|---|---|
| Website | forwardfinancial.net |
| Phone | (713) 561-5516 |
Forward Financial fees
Forward Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $77 million |
| Individual clients | 53 |
| High-net-worth clients | 35 |
| Accounts managed | 228 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | August 13, 2026 |
| SEC record | CRD 316517 |